Forensic Accountant

Charles Taylor Group; United States; On-site; USD 85,000 - 110,000; Full time

Job summary

Charles Taylor is seeking a forensic accountant to resolve financial insurance losses from inception to settlement, including BI, product recall, cyber and fidelity claims. You will assess the real economic impact of insured incidents and help clients minimize risk and protect assets.

The role involves reviewing financial data and supporting information, communicating findings to brokers, lawyers and management, and potentially negotiating quantum with stakeholders.

Qualifications

• Strong analytical skills.
• Exceptional verbal and written communication skills.
• Exceptional attention to detail.
• Strong organizational and interpersonal skills.
• Team player who can also work independently.

Responsibilities

• Investigate and assess insured financial losses from inception to settlement.
• Provide support and advice to policy holders in relation to their losses.
• Examine claims forms, policies and endorsements to determine coverage in events of loss.
• Service current clients and build relationships to grow the client base.
• Interview claimants and witnesses, obtain official reports, inspect damage and compare evidence.
• Perform detailed analysis and review of financial and non-financial information.
• Prepare reports by collecting and summarizing information.
• Identify potential litigation when appropriate.
• Present evidence and act as an expert witness in legal proceedings.

Skills

Analytical skills

Verbal and written communication

Attention to detail

Organizational skills

Interpersonal skills

Team player

Independent work

Job description

The role of the forensic accountant is to resolve financial insurance losses, including but not limited to, business interruption, product recall, product guarantee, cyber, fidelity and stock, by investigating claims through the detailed analysis and review of accounting records, third party information and general enquiries.

Through the methodical analysis of financial data and public information, you will be required to evaluate and identify the real economic impact of the insured incident, enabling the instructing party to minimize risks, protect assets and make informed decisions.

Upon completion of the review, the role is extended to assessing the quantum, negotiating the quantum with brokers, lawyers, accountants, and corporate management.

You will be part of the growing Charles Taylor Adjusting team offering forensic accounting services to both internal adjusters and external clients.

Throughout the process, you will be required to work closely with the claimant and the adjuster, at times on your own otherwise as part of the larger accounting team. You may be required to work with other consultants retained by the adjuster, such as construction consultants and engineers, to help ensure that the loss measurement is aligned to the reinstatement timeline.

The role will not be limited to financial documents. You will need to look beyond the numbers. This may include researching market trends, industry information and conducting interviews with business owners, employees, vendors, and customers.

Key Responsibilities:

• Investigate and assess insured financial losses from inception to settlement
• Provide support and advice to policy holders in relation to their losses
• Examine claims forms, policies and endorsements, client instructions and other records to determine coverage in the event of a financial loss
• Service current clients
• Build relationships and undertake marketing activities to grow client base
• Investigate insurance claims by interviewing claimants and witnesses, obtaining official reports, inspecting physical damage, comparing claim information with evidence presented
• Perform detailed analysis and review of financial and non-financial information
• Prepare reports by collecting and summarizing information
• Identify potential litigation when appropriate
• Present evidence and serve as an expert witness at legal proceedings

Required Skills:

• Professional and positive outlook
• Work with minimal supervision
• Strong analytical skills
• Exceptional verbal and written communication skills
• Exceptional attention to detail
• Strong organizational and interpersonal skills
• Team player

Why join Charles Taylor?

We are very proud of the fact that nine out of ten of our people recommend Charles Taylor as a place to work. We pride ourselves on having a positive work environment where our people are empowered to make the best decisions and where learning is valued highly and shared across our business.

We are very committed to ensuring our people are given continuous learning and development.As well as structured induction programs and job training, we provide study support for relevant professional qualifications and have a Core Learning & Development Curriculum.

Equal Opportunity Employer

Here at Charles Taylor we are proud to be an Inclusive Employer. We provide an environment of mutual respect with zero tolerance to discrimination of any kind regardless of age, disability, gender identity, marital/ family status, race, religion, sex or sexual orientation.

Our external partnerships and the dedicated work we do in promoting a transparent and fair recruitment and selection process all contribute to the successful, inclusive and diverse culture and environment which we are proud to be a part of at Charles Taylor.